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Showing 1 - 10 of 15 results for "Easton Investments"

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
The former general manager of private wealth at Wilsons Advisory will lead one of Easton Investments' licensees in a newly created role. Tara Ross has been appointed head of GPS Wealth, effective September 13. Ross will join from Wilsons Advisory where ...

Super, ASIC beneficiaries of advice challenges: Hearing

JAMIE WILLIAMSON  |  FRIDAY, 30 JUL 2021
... Synchron's Harrison responded: "Correct." Previously, the impact of industry reforms was also discussed with Easton Investments managing director Nathan Jacobsen, who explained how such changes had led to the licensee losing about 160 of its authorised ...

HUB24 FUA up on acquisitions

ANNABELLE DICKSON  |  TUESDAY, 20 APR 2021
... already being offered to new prospects." Further to this, HUB24 has completed its proportional takeover offer of Easton Investments and now has a 31.5% stake. As such, HUB24 has a technology partnership and distribution agreement with Easton whereby ...

Lonsec chief to exit, chair welcomed

KARREN VERGARA  |  FRIDAY, 5 MAR 2021
... subsidiaries were sold to Netwealth in 2011 and HUB24 in 2014. HUB24 recently completed the sale of Paragem to Easton Investments. Before founding Paragem, Haynes held business management and analyst roles at WorldGroup, Bankers Trust and Lloyds Bank ...

Sequoia completes acquisitions

ANNABELLE DICKSON  |  TUESDAY, 2 FEB 2021
... Financial Group's subsidiary Docs Centre has completed the acquisition of corporate registry firm Panthercorp from Easton Investments and finalised a purchase of assets. The integrated financial services company funded the $1.7 million purchase of Panthercorp ...

HUB24 posts record inflows

KANIKA SOOD  |  TUESDAY, 19 JAN 2021
... Portfolio Administration Service and is currently in process of acquiring Xplore Wealth and a substantial stake in Easton Investments, while selling Paragem. HUB24 today said following its previously announced partnership with IOOF, the two have entered ...

HUB24 finds new role for Paragem lead

ELIZA BAVIN  |  MONDAY, 21 DEC 2020
... once the sale of the business is complete. Nathan Jacobsen will take on the new role of managing director of Easton Investments commencing at the completion of the sale of Paragem. As previously announced in October 2020, HUB24 agreed to make a proportional ...

HUB24 to acquire Xplore, offloads Paragem

ELIZA BAVIN  |  WEDNESDAY, 28 OCT 2020
... divesting its financial advice licensee, Paragem, in a move that will see it become a substantial shareholder in Easton Investments and Paragem managing director Nathan Jacobsen hold the same role at Easton. HUB24 has proposed a subscription for new ...

Platform provider divests advice firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... repayment by this entity of $225,000 in loan funds. McGregor is also founder of GPS Wealth. GPS Wealth was sold to Easton Investments in 2017, at which time McGregor stepped down as director. Financial Standard understands he is still employed by GPS ...

Easton buys SMSF service provider

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
Easton Investments has acquired a company which authorises accountants to provide SMSF advice services. The SMSF Expert has a limited AFSL and runs a subscription-based model, providing dealer services including compliance, training, technical support ...
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